LA
Latitude Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
12,496
-703
| -5% | -$17K | 0.15% | 148 |
|
|
2025
Q1 | $334K | Sell |
13,199
-448
| -3% | -$11.4K | 0.19% | 125 |
|
|
2024
Q4 | $362K | Sell |
13,647
-2,100
| -13% | -$55.7K | 0.2% | 108 |
|
|
2024
Q3 | $456K | Buy |
15,747
+923
| +6% | +$26.7K | 0.26% | 99 |
|
|
2024
Q2 | $415K | Sell |
14,824
-1,623
| -10% | -$45.4K | 0.25% | 88 |
|
|
2024
Q1 | $456K | Sell |
16,447
-1,037
| -6% | -$28.8K | 0.29% | 78 |
|
|
2023
Q4 | $503K | Sell |
17,484
-2,985
| -15% | -$85.9K | 0.35% | 75 |
|
|
2023
Q3 | $679K | Buy |
20,469
+1,324
| +7% | +$43.9K | 0.49% | 42 |
|
|
2023
Q2 | $702K | Buy |
19,145
+6,460
| +51% | +$237K | 0.49% | 37 |
|
|
2023
Q1 | $518K | Sell |
12,685
-184
| -1% | -$7.51K | 0.37% | 65 |
|
|
2022
Q4 | $659K | Buy |
12,869
+1,071
| +9% | +$54.9K | 0.49% | 39 |
|
|
2022
Q3 | $516K | Buy |
11,798
+180
| +2% | +$7.87K | 0.43% | 47 |
|
|
2022
Q2 | $609K | Sell |
11,618
-20,584
| -64% | -$1.08M | 0.56% | 40 |
|
|
2022
Q1 | $1.67M | Buy |
32,202
+18,232
| +131% | +$944K | 0.38% | 55 |
|
|
2021
Q4 | $825K | Sell |
13,970
-807
| -5% | -$47.7K | 0.23% | 93 |
|
|
2021
Q3 | $636K | Buy |
14,777
+7,497
| +103% | +$323K | 0.2% | 101 |
|
|
2021
Q2 | $285K | Buy |
7,280
+580
| +9% | +$22.7K | 0.21% | 116 |
|
|
2021
Q1 | $243K | Buy |
+6,700
| New | +$243K | 0.2% | 126 |
|